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iShares S&P Growth Allocation Fund shares owned by Lebenthal Global Advisors

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Lebenthal Global Advisors from 13F filings

Historical chart of Lebenthal Global Advisors investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by Lebenthal Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 224k 64.38
2025-06-30 $14M 225k 61.57
2025-03-31 $20M 343k 57.57
2024-12-31 $19M 336k 57.32
2024-09-30 $20M 331k 59.24
2024-06-30 $20M 363k 56.29
2024-03-31 $9.9M 177k 55.67
2023-12-31 $9.4M 176k 53.19
2023-09-30 $439k 8.9k 49.40
2020-12-31 $277k 5.3k 52.02